Mazars
Tax Senior - Trusts and Estates
Mazars, New York, New York, us, 10261
Job Description:
Tax Senior - Trust and Estates
Mazars USA is hiring - If you are looking for a career where you can truly
have a say ,
make an impact , and
be
valued , Mazars is the right place for you!
Our Tax practice seeks an experienced and accomplished Tax professional with strong technical skills, strong leadership capabilities, and experienced in supporting clients with estate, trust, and gift tax compliance and consulting matters, to join our Trust and Estates Tax team as a
Tax Senior . In this role you will be responsible for providing a combination of sophisticated tax planning, consulting and compliance services that impact a client's fiduciary, gift, and estate tax matters.
Clients served in the Trusts and Estates group include high-net worth and ultra-high-net worth individuals, their closely held businesses, estates, family offices, and trusts.
This is a national practice. The preferred location for the position is our New York area offices. However, the position can take place at any Mazars office with a U.S. location. We also offer flexible work hours and locations: in office and hybrid.
What You Will Do:Responsible for the overall planning and execution of client tax engagementsSupervise other Tax staff assigned to Estate, Gift and Fiduciary client tax engagementsPreparation of complex estate (Form 706), gift (Form 709), and fiduciary income (Form 1041), and individual income (Form 1040) tax returns, including related tax schedules and formsPrepare fiduciary accounting documentsResearch and consult on various estates, gift, fiduciary and income tax-related issues that impact clientsReview trust documents, Last Will and Testaments, Buy Sell agreements and other estate planning documentsEnsure timely filing of all client-related tax returns and documentsRespond to federal and state tax notices that impact clients, and represent clients in any potential tax auditProvide tax planning and consultation to high net worth clients for their estate and individual income taxesIdentify additional tax planning opportunities that are beneficial for clientsCommunicate openly and keep firm partners and managers aware of the progress on the engagementStay current on technical and industry developments and standards while evaluating potential impact on clients' estate plan, succession plan and financial situationWhat We Seek:
Bachelor of Science degree in Accounting or a Business-related field of studyAn advanced tax degree (MST, LLM, JD) is preferredCPA or parts of the CPA exam3+ years of relevant tax experience working in a CPA firm, a professional services firm, a tax consulting practice or a family office environmentA strong tax technical background developed from preparation of income tax returns for all types of entitiesStrong tax planning and compliance surrounding income, trusts & estates, and gift tax mattersExperience with CCH, Axcess, ProSystem and other tax related softwareExperience with Checkpoint, Intelliconnect and Bloomberg BNA researchProficient in the use of Microsoft Office Suite toolsPrior supervision and evaluation of other tax staffExcellent interpersonal and communication skills (both oral and written)Strong analytical and organizational skillsAbility to travel to client locations as needed (Typically standard adjust for %)Ability to work in the U.S. without sponsorshipWhy Mazars:
We offer generous compensation and paid time off, discretionary bonus opportunities and a 401K plan with a firm matching contributionThe salary range for this role takes into account many factors including, but not limited to, years and type of experience, skill sets, and certifications. The projected salary range for this position is $76,000-174,000.We are committed to diversity, in all of its forms, in our workforceWe are committed to work/life balance, offering a flexible "Dress for Your Day" dress code and summer Fridays "kickstart" programWe are committed to the values inherent in making ESG (environmental, social and governance) a priority in everything we doto being a firm that's responsible to our employees, clients, society and our planetMazars offers a wide range of mentoring, training and professional development opportunities to support you in reaching your fullest potentialWe offer a graduate school support program and tuition reimbursementWe offer international rotation opportunities with the Mazars Group of member firms in Europe, Asia Pacific, the Middle East, Africa, Latin America and the Caribbean
Who We Are:
Mazars USA LLP is an independent member firm of Mazars Group, an international audit, tax and advisory organization with operations in nearly 100 countries and territories. With roots going back to 1921 in the US, the firm has significant national presence in strategic geographies, providing seamless access to 30,000+ professionals around the world.
Our industry specialists deliver tailored services to a wide range of clients across sectors, including individuals, high-growth emerging companies, privately-owned businesses and large enterprises.
Mazars Partners and professionals work as a single, integrated team, committed to helping our clients and their people succeed by respecting who they are and how they work. We take great pride in the quality of our work and the services we provide, and we are committed to helping build the economic foundations of a fair and prosperous world.
Mazars USA LLP is an equal opportunity/affirmative action employer and maintains a drug-free workplace.
#LI-KM1
Tax Senior - Trust and Estates
Mazars USA is hiring - If you are looking for a career where you can truly
have a say ,
make an impact , and
be
valued , Mazars is the right place for you!
Our Tax practice seeks an experienced and accomplished Tax professional with strong technical skills, strong leadership capabilities, and experienced in supporting clients with estate, trust, and gift tax compliance and consulting matters, to join our Trust and Estates Tax team as a
Tax Senior . In this role you will be responsible for providing a combination of sophisticated tax planning, consulting and compliance services that impact a client's fiduciary, gift, and estate tax matters.
Clients served in the Trusts and Estates group include high-net worth and ultra-high-net worth individuals, their closely held businesses, estates, family offices, and trusts.
This is a national practice. The preferred location for the position is our New York area offices. However, the position can take place at any Mazars office with a U.S. location. We also offer flexible work hours and locations: in office and hybrid.
What You Will Do:Responsible for the overall planning and execution of client tax engagementsSupervise other Tax staff assigned to Estate, Gift and Fiduciary client tax engagementsPreparation of complex estate (Form 706), gift (Form 709), and fiduciary income (Form 1041), and individual income (Form 1040) tax returns, including related tax schedules and formsPrepare fiduciary accounting documentsResearch and consult on various estates, gift, fiduciary and income tax-related issues that impact clientsReview trust documents, Last Will and Testaments, Buy Sell agreements and other estate planning documentsEnsure timely filing of all client-related tax returns and documentsRespond to federal and state tax notices that impact clients, and represent clients in any potential tax auditProvide tax planning and consultation to high net worth clients for their estate and individual income taxesIdentify additional tax planning opportunities that are beneficial for clientsCommunicate openly and keep firm partners and managers aware of the progress on the engagementStay current on technical and industry developments and standards while evaluating potential impact on clients' estate plan, succession plan and financial situationWhat We Seek:
Bachelor of Science degree in Accounting or a Business-related field of studyAn advanced tax degree (MST, LLM, JD) is preferredCPA or parts of the CPA exam3+ years of relevant tax experience working in a CPA firm, a professional services firm, a tax consulting practice or a family office environmentA strong tax technical background developed from preparation of income tax returns for all types of entitiesStrong tax planning and compliance surrounding income, trusts & estates, and gift tax mattersExperience with CCH, Axcess, ProSystem and other tax related softwareExperience with Checkpoint, Intelliconnect and Bloomberg BNA researchProficient in the use of Microsoft Office Suite toolsPrior supervision and evaluation of other tax staffExcellent interpersonal and communication skills (both oral and written)Strong analytical and organizational skillsAbility to travel to client locations as needed (Typically standard adjust for %)Ability to work in the U.S. without sponsorshipWhy Mazars:
We offer generous compensation and paid time off, discretionary bonus opportunities and a 401K plan with a firm matching contributionThe salary range for this role takes into account many factors including, but not limited to, years and type of experience, skill sets, and certifications. The projected salary range for this position is $76,000-174,000.We are committed to diversity, in all of its forms, in our workforceWe are committed to work/life balance, offering a flexible "Dress for Your Day" dress code and summer Fridays "kickstart" programWe are committed to the values inherent in making ESG (environmental, social and governance) a priority in everything we doto being a firm that's responsible to our employees, clients, society and our planetMazars offers a wide range of mentoring, training and professional development opportunities to support you in reaching your fullest potentialWe offer a graduate school support program and tuition reimbursementWe offer international rotation opportunities with the Mazars Group of member firms in Europe, Asia Pacific, the Middle East, Africa, Latin America and the Caribbean
Who We Are:
Mazars USA LLP is an independent member firm of Mazars Group, an international audit, tax and advisory organization with operations in nearly 100 countries and territories. With roots going back to 1921 in the US, the firm has significant national presence in strategic geographies, providing seamless access to 30,000+ professionals around the world.
Our industry specialists deliver tailored services to a wide range of clients across sectors, including individuals, high-growth emerging companies, privately-owned businesses and large enterprises.
Mazars Partners and professionals work as a single, integrated team, committed to helping our clients and their people succeed by respecting who they are and how they work. We take great pride in the quality of our work and the services we provide, and we are committed to helping build the economic foundations of a fair and prosperous world.
Mazars USA LLP is an equal opportunity/affirmative action employer and maintains a drug-free workplace.
#LI-KM1